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Re:Samsung Foundry: New $17B Fab in the USA by Late 2023 by avs733 on Wednesday February 10, 2021 @05:37PM (#26095777)
not that I am aware of (read: no unless someone proves me dumb)

Major supppliers include:

Nikon

ASML

KLA-Tencor

Applied Materials (AMAT)

Lam Research

the timeline they are suggesting isn't literally impossible as a matter of phyics but is, to me, laughably unrealistic and likely done to try and extract tax incentives.

Unless they have already broken ground in Texas...and are just shopping for a better deal

Re:Samsung Foundry: New $17B Fab in the USA by Late 2023 by baybal2 on Wednesday February 10, 2021 @05:47PM (#26095865)
> Major supppliers include:

Add like 100 more companies to the list.

A fab is not only a lithographic line, but a ton of other very unique, industry specific equipment.

Air handling for fabs stuff is up to 24 months lead time, and has no use in any other industry.

Ultra clean water plants — 9 to 18 months. Just two vendors on the planet.

Gas plants — take few years to construct by themselves

Chem plants — again years long lead time equipment from only one vendor in the world

On site mask shops — equipment, and processes not much cheaper, or less scarce than the last gen chip making gear itself.

Cleaning stations, degassing stations, industry specific SCADA hardware, AMHS... (https://youtu.be/XKXZT-BBUEE)

Post-backend stuff...

The list will go on for a few screens.

Re:Samsung Foundry: New $17B Fab in the USA by Late 2023 by avs733 on Wednesday February 10, 2021 @09:07PM (#26097419)
I’m honestly surprised we have not seen a blank wafer shortage. I remember the craziness post 2011 earthquake...”well how many wafers do we have”
Re:Samsung Foundry: New $17B Fab in the USA by Late 2023 by nl on Wednesday February 10, 2021 @09:30PM (#26097554)
There is a blank wafer shortage, but - strangely - for 200mm wafers (not the state-of-the-art 300mm ones)

https://www.extremetech.com/computing/318554-a-massive-chip-...

Re:Samsung Foundry: New $17B Fab in the USA by Late 2023 by avs733 on Thursday February 11, 2021 @10:41AM (#26102708)
I wouldn't even have thought to look at 200mm for a shortage. That is an (in hindsight) obvious corner of death for these processes/products I wouldn't even have thought of.
Re:Samsung Foundry: New $17B Fab in the USA by Late 2023 by totalZero on Wednesday February 10, 2021 @09:47PM (#26097674)
Interesting. Tells us something about the maturity of the products seeing unanticipated demand.
Re:Samsung Foundry: New $17B Fab in the USA by Late 2023 by mhh__ on Wednesday February 10, 2021 @07:00PM (#26096507)
Even a Pencil (I, Pencil) takes thousands and thousands of people, I'm guessing it's on the order of millions for a big fab.